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SponsorsCapital provider

Wealthplan Investment Management LLC

pe fund manager; equity

Omaha, NE

This is the graph view. The full profile, with its team, deals and sources, is on Independent Sponsors.Open the full profile →

Search this name across graphsid dfx:isi:189ca12c-5cf1-4944-ba44-34f46ad7876b

Data as of Sep 13, 2026 (this record's last observation) from Filings; Announcements. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: n/a to Sep 13, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser class: private_fund_manager
Private fund gross assets: $0Form ADV; never fund size
Website: wealthplan.group

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Independent Sponsors
Canonical id: dfx:isi:189ca12c-5cf1-4944-ba44-34f46ad7876b
First observed: n/a
Last observed: Sep 13, 2026 7 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.